Inspire Advisors’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,261
| Closed | -$714K | – | 250 |
|
|
2023
Q1 | $714K | Buy |
20,261
+7,531
| +59% | +$265K | 0.16% | 59 |
|
|
2022
Q4 | $465K | Buy |
12,730
+3,518
| +38% | +$128K | 0.12% | 69 |
|
|
2022
Q3 | $392K | Buy |
9,212
+2,288
| +33% | +$97.4K | 0.11% | 32 |
|
|
2022
Q2 | $245K | Buy |
+6,924
| New | +$245K | 0.07% | 62 |
|
|
2021
Q1 | – | Sell |
-5,435
| Closed | -$86K | – | 368 |
|
|
2020
Q4 | $86K | Buy |
+5,435
| New | +$86K | 0.03% | 148 |
|